Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$216K Buy
2021
Q4
Sell
2021
Q3
$401K Buy
2021
Q2
$324K Buy
2019
Q3
Sell
2019
Q2
$314K Sell
2019
Q1
$867K Buy
2018
Q4
$226K Buy